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The Global Automotive Forum 2018

Shaping the Future of an Industry in Transition

Chongqing Yuelai International Convention Center, Chongqing, China, June 5-6, 2018

Day 1: Tuesday, June 5, 2018

07:45-09:00

Participant Registration

09:00-09:20

Felicity Hall

Welcome and Opening Remarks

09:20-10:50

Felicity Hall

Opening Plenary

Changing Industry Landscape: Making a Transition from a Traditional Auto Industry to the New Era

After spectacular growth over the last fifteen years, vehicle production in China has reached over 29 million units, or one-third of global vehicle production. However, topline growth has been moderating rapidly in recent years, and the market is now quickly maturing. Meanwhile, the industry needs to prepare for the upcoming era of electrification, autonomous driving, smart/connected cars, and new mobility concepts. What is the near-term outlook for sales, production, revenues, and profits? How are Chinese and global OEMs responding to the opportunities and challenges in meeting their short- and medium-term objectives while preparing for the new era?

  • Short-term outlook for demand, supply, capacity, and industry profitability
  • Policy and regulatory drivers
  • Outlook for electrification, autonomous cars, connectivity, and new mobility concepts
  • Preparing for the New Era:  Transition from the Traditional to the New Era
  • Investment challenges and profit outlook: Traditional- (ICE) based products and manufacturing versus new technologies (new energy vehicles, autonomous driving, connected cars, and new mobility concepts)

10:50-11:15

Tea Break/ Networking

11:15-12:30

A

Fabulous Hall A+B

Panel Discussion

New Energy Vehicles: Driving the Next Phase of Growth

After solid growth over the last few years with the support of government subsidies, new energy vehicles sales have now attained critical mass, and the sales momentum has become strong.  All mainstream players have aggressive NEV product launch plans for the coming years, with the Government’s CO2 targets for 2020 acting as a major driving factor to accelerate a move towards electrification. What will characterize the next stage of evolution of the NEV market in China?

  • Policy and regulations:  Outlook for environmental targets, grants, subsidies and other incentives
  • Role of the Central and Municipal Governments
  • Supply and demand outlook for NEVs over the next decade
  • Role of NEVs in meeting the CO2targets for 2020
  • When will EVs achieve cost parity with conventional cars?
  • Progress on vehicle charging infrastructure: Current status and challenges
  • Regional dimension: City-level dynamics
  • Strategies of Foreign Brands, Chinese Brands, and New Players

11:15-12:30

B

Fiesta A

Brainstorming

Going GlobalStrategies of Chinese Auto Brands

The Belt and Road Initiative (BRI) aims to bring together the Silk Road Economic Belt and the Maritime Silk Road through an extensive network of railways, roads, pipelines, ports, and telecommunications infrastructures. The Initiative aims to boost economic development, investment, and cultural exchanges throughout Eurasia. What impact will the BRI have on the automotive industry? Can it help Chinese automakers’ expansion strategies overseas?

  • Key elements of the Belt and Road Initiative: Current status and expected development timeline
  • Significance of the Belt and Road Initiative to the automotive Industry: Opportunities and challenges
  • Overseas expansion strategy of Chinese Brands: Balance between developed markets, emerging markets, and BRI countries
  • How are OEMs and suppliers embracing the BRI in their strategies?
  • Electrification, smart Cars, and the Belt and Road initiative

12:30-13:30

Liangjiang Hall A

Lunch

13:30-14:45

A

Fabulous Hall A+B

Panel Discussion

Autonomous Driving, Smart Cars and Smart Cities: Vision of the Future

As a result of the rapid pace of development in technology and software, areas such as autonomous driving, driverless cars, smart cars, and smart cities have seen impressive progress. Key benefits include increased safety, increased road capacities, more efficient parking, improved fuel efficiency, and reduced pollution. Investment levels, which are already significant, are set to accelerate further. However, significant technology, infrastructure, and regulatory hurdles still need to be overcome before widespread adoption can be expected.

  • Smart cars and smart mobility: Current status and Expected Developments During the Next Decade
  • Major evolutionary stages and expected timelines
  • Communication technologies for vehicles and the surrounding transportation infrastructure
  • Integration between different transportation modes and systems
  • Expected levels of Government investment in the information and communications Infrastructure
  • ITS applications for China’s mega-cities
  • Regulatory Challenges and Outlook
  • Key Players:  Current and Emerging Companies

13:30-14:45

B

Fiesta A

Panel Discussion

Supplier Perspective: Technology Development, NEV/Smart Cars, and Changes in Supply Chain and Supply Dynamics

Global Tier One automotive component suppliers are playing a crucial role in the industry’s drive towards electrification, autonomous driving, and changing mobility concepts. At the same time, new players from IT, electronics, and software sectors are positioning themselves for future growth in key areas. How is the traditional automotive industry supply chain evolving, and what will the impact be on competitive dynamics, sector revenues, and profits? Can newer Chinese players make any inroads into the dominance of global players? How are major suppliers balancing investments in areas, such as electrification, connectivity, infotainment, and autonomous driving, against investment in traditional areas?

  • Impact of new emerging technologies on OEM-Supplier dynamics, business processes, and organizational structure
  • Key new players in the global arena: Interaction of core technologies and positioning with OEMs and Tier 1 Suppliers
  • Opportunities for emerging Chinese players in the automotive components sector

14:45-15:15

Tea Break/ Networking

15:15-16:45

Felicity Hall

Plenary Session

Open Innovation and Integrated Development

Open innovation is becoming a widely-used concept in mobility. While many innovative technology projects, in cooperation with automotive companies or suppliers, have found their ideal applications, they may not have originated in the automotive industry. Instead, these projects may have originated in the retail, financial, or Internet of Things (IoT) sectors. At the same time, OEMs and suppliers need more cooperation with social resources and entrepreneurial teams to strengthen innovation and promote cross-border integration. By strengthening overall planning, improving institutional mechanisms, and focusing on integrated development, government departments can also promote the restructuring, transformation, and upgrading of the automotive industry. Deeper collaboration between OEMs, traditional suppliers, and new entrants will be a crucial factor in driving the next stage of technological development and supply chain evolution.

  • Changing roles of OEMs, Tier 1 suppliers, and new players from the electronics, IT, and software industries in the automotive R&D process
  • How are electrification and autonomous cars changing the automotive value and supply chain?
  • How can the process of establishing a technological innovation system combining production, teaching, research and application be accelerated?
  • Competition and cooperation between traditional enterprises and emerging enterprises:  Current status and future outlook
  • How to catch the trend, accelerate cross-border integration, and build a new industrial ecosystem?

16:45-17:15

Tea Break/ Networking

17:15-18:30

A

Fabulous Hall A+B

Frontier Outlook

Charging New Energy Vehicles: Developments in Battery Technology and Charging Infrastructure

Rapid advances in battery technology, such as innovations in chemistry and design, are leading to higher energy densities. These advances, combined with greater economies of scale, are resulting in lower costs. Moreover, aggressive investment in charging infrastructure is also reducing “range anxiety” and contributing to the development of demand for EVs.

As electric vehicles become more mainstream, there are implications for electricity demand as well as fuel demand, thereby impacting revenue for oil companies and fuel tax authorities. How are utilities and oil companies responding, and how will governments seek to offset the decline in fuel taxes?

  • Key developments in battery technology and the supply chain: When will the cost of battery packs drop below $100/kWh? When will EVs achieve cost parity with conventional cars?
  • Current status and outlook for the development of charging infrastructure: Investment requirement, technology, standardization, logistics, and other challenges
  • Charging infrastructure roll-out plans: A regional and city-level dimension
  • Implications for electricity grids, utilities and oil companies: Fuel tax revenue declines and the Government's response

17:15-18:30

B

Fiesta A

Panel Discussion

Banking and Private Equity Perspective Including Investment/Funding Requirements

Electrification, autonomous driving, and changing mobility concepts mean fresh challenges and approaches to investment in the auto industry. How is the banking and private equity community changing its approach towards the auto industry against the continuing backdrop of outbound investment by Chinese companies and traditional M&A activity? How are disruptive trends such as smart cars, electric, and autonomous vehicles driving investment and M&A activity?

  • Valuation approach for new players: Risk assessment
  • Role of corporate investors, traditional investment banks, and private equity firms
  • Case studies of recent transactions
  • Bankers' and PE Investors' views on the future of the auto industry structure: Winners and losers

18:30-20:00

Liangjiang Hall A

Buffet Dinner

Day 2Wednesday, June 6, 2018

9:00-10:15

A

Fabulous Hall A+B

Debate

New Mobility Concepts: Impact on Sales and Marketing Strategies and the Future of Auto Dealerships

Developments, such as vehicle electrification and autonomous cars, combined with new mobility concepts, such as car-pooling, on-demand services, and multimodality, are all changing the notion of car ownership. What will be the impact on the car-buying process, and how are sales and marketing strategies of OEMs evolving to reflect these developments?

  • New Mobility Concept: Outlook for Car Sharing, On-demand Services, and Multimodality
  • Changing Consumer Dynamics: What are some of the Important Changes in Consumption Habits and Preferences? Major Innovations in Auto Sales and Marketing: Global and China Specific
  • In the New Era of Media and Connectivity, what Role can Big Data Play in Automotive Marketing?
  • Future of Auto Dealerships: How is the Role of Traditional Dealer changing as Online Shopping, Ride Sharing, and Subscription-based Mobility Grow in Popularity?

9:00-10:15

B

Fiesta A

Designer Roundtable

Auto Design and Styling: How are Electric Cars, Smart Cars, and New Mobility Concepts Changing the Role of Design and Styling?

10:15-10:45

Tea Break/ Networking

10:45-12:15

Felicity Hall

Closing Plenary Session

Vision of Auto Industry in 2030: Strategies and Outlook for Global OEMs, Chinese OEMs, and New Players

During the last two decades, China’s auto industry has evolved with its unique characteristics and industry structure. The coming decades will be characterized by themes, such as electrification, smart cars, and smart cities. At the same time, China is facing mounting pressure from its major global trading partners to deregulate and liberalize its auto industry. Recent policy change announcements confirm this development.

New players from IT and Software industries, with diverse backgrounds, experiences, and perspectives towards the auto industry, are making bold investments and threatening to disrupt the current industry structure. How will the industry structure evolve in this new environment?

  • Future of Joint Ventures: Implications for Global and Chinese Automakers
  • Policy Evolution During the Next Decade and Scenarios for Evolution of Industry Structure
  • What are the Key Challenges for Traditional Automotive Players, and How Can They Find the Optimal Balance between Traditional Technologies, Business Models, and the Move to Electrification and Autonomous Cars?
  • Technology Roadmap, Strategy, and Business Model: The Balance Between Traditional Vehicles and New Technologies
  • Strategies for Sustainable Development and Profitable Growth

12:15-13:30

Liangjiang Hall A

Lunch

 

Documentary of GAF2016